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Measuring for Accountability
                   Al Goerner
                   Agile Edge - UK


                         30 April 2008
Metrics for Many Purposes

     Keep metrics diagnostic
     and constructive!                                       Expectation                     Business
                                                                                             Analysts
                                                             Management
          Where are we?                                                            Project Sponsor
                                                                                   & Stakeholders
          Are we on track?
          Are in trouble? Why?
          What can we improve?
                                                                                   Direction and
      “Tell me how you will measure me,                          Project Manager
                                                                                   Risk/Issue
      and I will tell you how I will behave.”   Motivation
                                 - Goldratt                                        Management


     Punitive metrics
     are self-defeating!                                      Development
                                                                 Team
                                                                       Test Team

#2
Agile Metric Objectives … Distilled

     Outcomes-Oriented
        Measures value delivered to the customer, not effort consumed.
     Motivated
        Intended to address relevant questions, not random speculations.
     Organic
        Based on readily available data – from your current processes.
     Diagnostic
        Helps determine what is going wrong and what to do about it.
     Pattern-based
        Founded on regular, reasonable, teachable patterns



#3
Metrics
                               Iteration-level    Release-level               Portfolio-level                    Enterprise
                                  (day-to-day)    (iteration-to-iteration)   (relse-to-relse, prod-to-prod)   (qtr-to-qtr, year-to-year)
                                Pacing & Flow    Progress & Fitness Value & Opportunity                       Agility & Vitality



   Executive & Line                                                                                                                        Metrics are
    Management
Using Resources Effectively!                                                                                                                NOT Evil!


 LoB Product Owner                                                                                                                           If You do
      & Mgmt.
  Build the Right Thing!                                                                                                                    them Right,
                                                                                                                                            Metrics are
                                                                                                                                              Practical
 Development Team                                                             Start w/ Basics
                                                                                                                                           Self-Defense!
  Build the Thing Right!                                                      Then, Build Up




                       If You Don’t Measure It, You Don’t Understand It.

  4
Essential Release-level
    Project Mgmt. Questions
     Essential Progress Questions
         Is this release on-time?
         Is this release healthy?
     Essential Quality Questions
         Is this release likely to be fit-for-release when it is
         ready-for-release?
         Is this project (in general) and this release (in
         particular) effectively satisfying our customer’s
         needs?
     Ultimate Diagnostic Question
         What can be done to get this project back on-track?

#5
Release Progress
         120.0
                                                                                                    112

         110.0

         100.0                                                                             94


                90.0

                80.0                                                              75

                                                                      68
                70.0
Units of Work




                                                               65
                                                   63

                60.0
                                         52
                                                                                           50        51
                               47                              47     48          48
                50.0                               46
                       43                43
                               40
                       38
                40.0
                                                   42                                                            33
                       40                40
                       37      38        37                    37                                    38                 29
                               36                  36                                      36
                30.0                                           33     34                                                        24
                                                                      30          31
                                                                                           27        28                                   20
                                                                                  26
                20.0                                                                                                                               15
                                                                                                                                                        11
                10.0            6                 5.25         5.75   4.75       5.25     4.75                                                                 6
                       3                 2.5                                                        3.75
                       0        0         0         0           0      0          0         0        0                                                                  1

                 0.0            3                   3          3.5    3.5         4
                       1                 1.5                                               0.5       0
                       1        2         3        4            5      6          7         8        9           10     11      12       13        14   15    16       17       18       19
                                                                                                          Iteration #

                            Ideal Burndown Cone - Low                       Ideal Burndown Cone - High                  All-Categories Scope Elements        Value-Categories Scope Elements

                            Planned Cumulative Scope Expansion              Planned Value Scope Expansion               All-Categories Work Remaining        Value-Categories Work Remaining
#6
                            All-Categories Weighted Velocity                Value-Categories Weighted Velocity          Projected Burndown
Workqueue/Backlog Breakout
                120




                100

                                                                                                                                                4


                80
                                                                                                                                   2            22

                                                                                                                                  13
Units of Work




                                                                                                                                                10
                60                                                                                                  6              8
                                                                                                     2              3                           6
                                                                                    2                2                             5
                                                                     2                               4              5
                                                                     4              4
                                                   1                                                                              14            14
                                                                                   12               13              13
                40                                                  12
                                                   12
                                  12
                      12



                20                                                                                                                              37
                                                                    34             35               35              35            36
                                                   31
                      26          28




                      1           2                3                 4             5                 6              7              8            9
                                                                               Iteration #

                      Feature    Feature                Requirements     Committed           Technical   Special (Level-2)   Risk/Issue Mgmt.
  #7                  Requests   Change Requests        Clarifications   Defect Repairs      Debt        Tests               Tasks
60                                                                                                                               120.0%
                     117%




50       100%        100%            100%         100%            100%            100%                                           100.0%

                                     93%                                                       94%
                                                                                                                         92%
                                                                                               89%           88%

40                                                                                                                       80%     80.0%
                                                                                                             78%


         67%

30                                                     Value Scope                                                               60.0%




20                                                                                                                               40.0%

                                                                              Level-1 Accepted
                                                                                                             28.9%       29.5%
                                                  26.6%           27.2%           27.7%        27.7%
                                     24.9%                                                                               12
         22.0%       23.1%
10                                                                                                                               20.0%
                                                                              Level-2 Accepted
                                                                                                             6           12%
                                                                                               10%           10%
                                                  9%              9%              8%
                                                  2
                                     2%                                                        1
0        0%
         0           0%
                     0               0                            0               0                                              0.0%
     1           2               3            4               5               6            7             8           9

                     Value Scope                       Level-1 Accepted                   Level-2 Accepted
                     Outstanding Technical Debt        Feature Churn                      Requirements Churn
#8                   Planning Stability                Regression Stability
Metrics
                               Iteration-level    Release-level               Portfolio-level                    Enterprise
                                  (day-to-day)    (iteration-to-iteration)   (relse-to-relse, prod-to-prod)   (qtr-to-qtr, year-to-year)
                                Pacing & Flow    Progress & Fitness Value & Opportunity                       Agility & Vitality



   Executive & Line                                                                                                                        Metrics are
    Management
Using Resources Effectively!                                                                                                                NOT Evil!


 LoB Product Owner                                                                                                                           If You do
      & Mgmt.
  Build the Right Thing!                                                                                                                    them Right,
                                                                                                                                            Metrics are
                                                                                                                                              Practical
 Development Team                                                             Start w/ Basics
                                                                                                                                           Self-Defense!
  Build the Thing Right!                                                      Then, Build Up




                       If You Don’t Measure It, You Don’t Understand It.

  9
Management & Line-of-Business
Dashboard Tiles
      Support at-a-glance
      summary with drill-through.
      Same 4 essential questions,
      at a higher level, plus …
             “How much do I have to worry
             about this project?” – Risk
             “Are we burning budget at a
             sustainable rate?” – Costs
             “Does this project still make
             good business sense?” – Margin
             or ROI
             “Does this project support further
             business or other initiatives
             within the company?” –
             Opportunity or Program Goals
#10   Dell Agile Summit
      January 24, 2007
10                                                     Feature 4, 5.00



                         9


                         8                                                      Feature 3, 5.39



                         7            Feature 2, 3.16



                         6
      Severity of Risk




                         5                                                                                 Chg. Request 1, 10.30



                         4                                    Feature 1, 6.71



                         3
                                                                            Which risks really *need*
                         2
                                                                            to be addressed *now*?

                         1             Chg. Request 2, 9.06



                         0
                              0   1        2            3         4         5       6          7   8   9      10
                                                            Probability of Occurence of Risk
#11
Three Things to Do Now…
Thank you for attending!



                         Questions???


     Contacts:

                             Al Goerner                          Jonathan Cook
             Principal Emterprise Consultant   Business Development, United Kingdom
                    al.goerner@valtech.com               jonathan.cooke@valtech.com
                           +01 214 724 7240                           +44 7748638031

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Agile Measurement and metrics for Accountability

  • 1. Measuring for Accountability Al Goerner Agile Edge - UK 30 April 2008
  • 2. Metrics for Many Purposes Keep metrics diagnostic and constructive! Expectation Business Analysts Management Where are we? Project Sponsor & Stakeholders Are we on track? Are in trouble? Why? What can we improve? Direction and “Tell me how you will measure me, Project Manager Risk/Issue and I will tell you how I will behave.” Motivation - Goldratt Management Punitive metrics are self-defeating! Development Team Test Team #2
  • 3. Agile Metric Objectives … Distilled Outcomes-Oriented Measures value delivered to the customer, not effort consumed. Motivated Intended to address relevant questions, not random speculations. Organic Based on readily available data – from your current processes. Diagnostic Helps determine what is going wrong and what to do about it. Pattern-based Founded on regular, reasonable, teachable patterns #3
  • 4. Metrics Iteration-level Release-level Portfolio-level Enterprise (day-to-day) (iteration-to-iteration) (relse-to-relse, prod-to-prod) (qtr-to-qtr, year-to-year) Pacing & Flow Progress & Fitness Value & Opportunity Agility & Vitality Executive & Line Metrics are Management Using Resources Effectively! NOT Evil! LoB Product Owner If You do & Mgmt. Build the Right Thing! them Right, Metrics are Practical Development Team Start w/ Basics Self-Defense! Build the Thing Right! Then, Build Up If You Don’t Measure It, You Don’t Understand It. 4
  • 5. Essential Release-level Project Mgmt. Questions Essential Progress Questions Is this release on-time? Is this release healthy? Essential Quality Questions Is this release likely to be fit-for-release when it is ready-for-release? Is this project (in general) and this release (in particular) effectively satisfying our customer’s needs? Ultimate Diagnostic Question What can be done to get this project back on-track? #5
  • 6. Release Progress 120.0 112 110.0 100.0 94 90.0 80.0 75 68 70.0 Units of Work 65 63 60.0 52 50 51 47 47 48 48 50.0 46 43 43 40 38 40.0 42 33 40 40 37 38 37 37 38 29 36 36 36 30.0 33 34 24 30 31 27 28 20 26 20.0 15 11 10.0 6 5.25 5.75 4.75 5.25 4.75 6 3 2.5 3.75 0 0 0 0 0 0 0 0 0 1 0.0 3 3 3.5 3.5 4 1 1.5 0.5 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Iteration # Ideal Burndown Cone - Low Ideal Burndown Cone - High All-Categories Scope Elements Value-Categories Scope Elements Planned Cumulative Scope Expansion Planned Value Scope Expansion All-Categories Work Remaining Value-Categories Work Remaining #6 All-Categories Weighted Velocity Value-Categories Weighted Velocity Projected Burndown
  • 7. Workqueue/Backlog Breakout 120 100 4 80 2 22 13 Units of Work 10 60 6 8 2 3 6 2 2 5 2 4 5 4 4 1 14 14 12 13 13 40 12 12 12 12 20 37 34 35 35 35 36 31 26 28 1 2 3 4 5 6 7 8 9 Iteration # Feature Feature Requirements Committed Technical Special (Level-2) Risk/Issue Mgmt. #7 Requests Change Requests Clarifications Defect Repairs Debt Tests Tasks
  • 8. 60 120.0% 117% 50 100% 100% 100% 100% 100% 100% 100.0% 93% 94% 92% 89% 88% 40 80% 80.0% 78% 67% 30 Value Scope 60.0% 20 40.0% Level-1 Accepted 28.9% 29.5% 26.6% 27.2% 27.7% 27.7% 24.9% 12 22.0% 23.1% 10 20.0% Level-2 Accepted 6 12% 10% 10% 9% 9% 8% 2 2% 1 0 0% 0 0% 0 0 0 0 0.0% 1 2 3 4 5 6 7 8 9 Value Scope Level-1 Accepted Level-2 Accepted Outstanding Technical Debt Feature Churn Requirements Churn #8 Planning Stability Regression Stability
  • 9. Metrics Iteration-level Release-level Portfolio-level Enterprise (day-to-day) (iteration-to-iteration) (relse-to-relse, prod-to-prod) (qtr-to-qtr, year-to-year) Pacing & Flow Progress & Fitness Value & Opportunity Agility & Vitality Executive & Line Metrics are Management Using Resources Effectively! NOT Evil! LoB Product Owner If You do & Mgmt. Build the Right Thing! them Right, Metrics are Practical Development Team Start w/ Basics Self-Defense! Build the Thing Right! Then, Build Up If You Don’t Measure It, You Don’t Understand It. 9
  • 10. Management & Line-of-Business Dashboard Tiles Support at-a-glance summary with drill-through. Same 4 essential questions, at a higher level, plus … “How much do I have to worry about this project?” – Risk “Are we burning budget at a sustainable rate?” – Costs “Does this project still make good business sense?” – Margin or ROI “Does this project support further business or other initiatives within the company?” – Opportunity or Program Goals #10 Dell Agile Summit January 24, 2007
  • 11. 10 Feature 4, 5.00 9 8 Feature 3, 5.39 7 Feature 2, 3.16 6 Severity of Risk 5 Chg. Request 1, 10.30 4 Feature 1, 6.71 3 Which risks really *need* 2 to be addressed *now*? 1 Chg. Request 2, 9.06 0 0 1 2 3 4 5 6 7 8 9 10 Probability of Occurence of Risk #11
  • 12. Three Things to Do Now…
  • 13. Thank you for attending! Questions??? Contacts: Al Goerner Jonathan Cook Principal Emterprise Consultant Business Development, United Kingdom al.goerner@valtech.com jonathan.cooke@valtech.com +01 214 724 7240 +44 7748638031